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Sterling Wealth Advisors Inc: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Wealth Advisors Inc on DFSD, newest first. How the timeline and the estimate are built.

Sterling Wealth Advisors Inc held 506,127 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 506,127 shares
    Change vs previous 13F +6,114 shares

    13.14% of the 13F portfolio, value $24,167,553.

    13F-HR 0001943937-26-000004 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 500,013 shares
    Change vs previous 13F +2,107 shares

    13.75% of the 13F portfolio, value $24,105,624.

    13F-HR 0001943937-26-000003 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 497,906 shares
    Change vs previous 13F -19,877 shares

    14.41% of the 13F portfolio, value $23,874,589.

    13F-HR 0001943937-26-000001 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 517,783 shares
    Change vs previous 13F -630 shares

    16.01% of the 13F portfolio, value $25,086,573.

    13F-HR 0001943937-25-000002 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 518,413 shares
    Change vs previous 13F -6,601 shares

    17.58% of the 13F portfolio, value $24,842,361.

    13F-HR 0001085146-25-003894 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 525,014 shares
    Change vs previous 13F +16,457 shares

    19.23% of the 13F portfolio, value $24,948,666.

    13F-HR 0001085146-25-002990 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 508,557 shares
    Change vs previous 13F not available

    18.7% of the 13F portfolio, value $23,841,175.

    13F-HR 0001085146-25-000525 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).